Ticker: SPYG CUSIP: 78464A409 Class: PRTFLO S&P500 GW
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 1,051 | $112 | — | — |
| Q3 2025 | 705 | $74 | — | — |
| Q2 2025 | 705 | $67 | — | — |
| Q1 2025 | 677 | $54 | — | — |
| Q4 2024 | 676 | $59 | — | — |
| Q3 2024 | 765 | $63 | — | — |
| Q2 2024 | 723 | $58 | — | — |
| Q1 2024 | 1,611 | $118 | — | — |
| Q4 2023 | 4,011 | $261 | — | — |
| Q3 2023 | 4,879 | $289 | — | — |
| Q2 2023 | 5,277 | $322 | — | — |
| Q1 2023 | 5,960 | $330 | — | — |
| Q4 2022 | 6,143 | $311 | — | — |
| Q3 2022 | 10,112 | $507 | — | — |
| Q2 2022 | 11,317 | $592 | — | — |
| Q1 2022 | 9,873 | $654 | — | — |
| Q4 2021 | 578 | $42 | — | — |